Financial Services Case Studies
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IndustryFinancial ServicesClient: Mid-Sized Accounting Firm Challenge: Increasing the firm’s visibility and reinforcing its credibility Our Work: We worked with selected partners to “package” their expertise and position them as resource to the media for background or expert commentary, story ideas, and by-lined articles. We also obtained speaking opportunities at financial service firms that served as referral sources. Value: The firm reaped benefits from the following: - Enhanced visibility – A steady stream of articles, interviews, and profiles, increased the firm’s visibility and reinforced its key-player status in financial services
- Reinforced credibility – Third-party validation resulting from speaking, and media attention emphasized their credibility and top-market positioning in financial services
- Leveraging – Using marketing material as communication vehicles, e.g., distributing reprints/eprints, posting on website, etc., extended visibility as well as the “shelf life” of the marketing investment.
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IndustryFinancial ServicesClient: Mid-Sized Accounting Firm Challenge: Generating qualified leads from privately held businesses. Our Work: We implemented a cold-calling lead generation program to generate appointments with qualified targets. We developed the target list, interviewed, selected and trained the telemarketer, drafted the script and monitored the results. Value: The firm reaped benefits from the following: - Appointments set with qualified prospects – We increased the number of leads generated and appointments set with qualified prospects.
- Increased the number of new clients – A number of prospective clients were converted to clients and remained clients of the firm for several years.
- Increased the number of prospective clients in the pipeline – Keeping the pipeline full is a critical aspect of generating future clients. The program introduced the firm to potential future clients.
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IndustryFinancial ServicesClient: Managing Broker-Dealer Challenge: Expanding top-of-mind awareness and name recognition of financial services. Our Work: We attracted media attention with enticing article and story ideas; placed bylined articles; positioned firm management as expert spokespeople; obtained high profile speaking engagements; and, secured relevant rankings. Value: The firm reaped benefits from the following: - Enhanced visibility – A steady stream of articles, interviews, and profiles, increased the firm’s visibility and reinforced its key-player status in financial services
- Reinforced credibility – Third-party validation resulting from speaking, and media attention emphasized their credibility and top-market positioning in financial services
- Leveraging – Using marketing material as communication vehicles, e.g., distributing reprints/eprints, posting on website, etc., extended visibility as well as the “shelf life” of the marketing investment.
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